Client Review Team Leader is based at home for a growing IFA firm, overseeing a small team delivering annual review support to Financial Advisers. This is a hands-on leadership role that blends people management with on‑the‑job report writing.
You’ll lead the team while continuing to produce annual review suitability reports, create client review packs and liaise with product providers and advisers to ensure ongoing excellent service.
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Remote Client Review Team Lead – Financial Planning Reports in Norwich employer: Clayton Davies
As a growing IFA firm, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee development and collaboration. Our home-based model offers flexibility while ensuring our Client Review Team Leader can lead a dedicated team in delivering exceptional service to clients, with opportunities for professional growth through mentoring and hands-on involvement in technical report writing. Join us to be part of a culture that values innovation, teamwork, and the pursuit of excellence in financial advisory services.
